Taiwanese motherboard makers, who represent a large chunk of the global market, expect their Q4...

Taiwanese motherboard makers, who represent a large chunk of the global market, expect their Q4 shipments to decline 10%-15% on account of the hard drive shortages caused by Thai flooding. If motherboard shipments are taking a big hit, the same is likely true for the INTC and AMD CPUs that go on the motherboards, not to mention the DELL and HPQ PCs they're used in. (also)